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Cloning Quote in Salesforce Creates New Quote (Doc ID 2635332.1)

Last updated on JUNE 27, 2022

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 18 C and later
Information in this document applies to any platform.


In a Salesforce opportunity, when users select a CPQ quote and click Clone, then click Edit on the quote page, a new quote is created in CPQ instead of a copy of the quote. When returning to the opportunity from the new quote, there are two new quotes visible in the quote list in Salesforce - one with a transaction ID to match the new quote, and one without a transaction ID. Clicking on the quote without a transaction ID creates a new quote in CPQ again.


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